Joseph P. Carlo, CFP®

Associate Portfolio Manager
Wealth Management Services, Cincinnati - Kenwood

Joe joined Johnson Investment Counsel in 2018 and is an Associate Portfolio Manager. Before coming to the firm, he was a Business Manager for Concert:Nova and a Development Associate for the Cincinnati Opera. Joe holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification. 

Relevant Work Experience

Concert:Nova, Business Manager
Cincinnati Opera, Development Associate


University of Cincinnati, M.S. Finance
University of Cincinnati, M.B.A.
University of Cincinnati, M.A. Arts Administration

Community Involvement

Alzheimer's Association
Tri-State Walk to End Alzheimer's Committee
Cincinnati Chamber Orchestra
Board Member